The Order Blotter in the LUSID web app enables you to perform the following activities and monitor the progress of your orders:
Create orders
Block orders
Run pre-trade compliance checks
Place your orders in the market
Record and receive executions
Allocate executions and book transactions
You can click anywhere on an order block row to view a detailed breakdown of the associated orders, placements, executions and allocations:.png)
Order creation
You can create individual orders by clicking Create order, and monitor the progress of all your orders. See how to create an order.
Note
To create bulk orders, use the Rebalance dashboard.
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Order blocking
The Order Blotter displays all outstanding and in-progress blocks, which you can filter and monitor. You can automatically block matching orders together, ready for placement, by selecting two or more blocks and clicking Block all relevant. See how to block orders.
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Pre-trade compliance
Use the Order Blotter to monitor the compliance status of your blocks. You cannot create a placement for a block until it passes a pre-trade compliance check. See how to configure and run pre-trade compliance.
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Placements
You can place blocks in part or in full and monitor progress using the Order Blotter. See how to create a placement.
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Executions
Monitor the progress of executions you receive, or record executions manually. See how to create or receive executions.
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Allocations and transaction booking
Use LUSID’s built-in allocation algorithms to allocate fills as you receive executions. You can reallocate until you book allocations as transactions. See how to allocate executions and book transactions.
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